Insurance & Wealth Management

We are at our best when we are helping our clients grow

At Merkle, we work with the top brands from each of the industries that we support, including insurance and wealth management. Our clients represent some of the largest and most successful companies in property & casualty and life insurance, health insurance, wealth management and retirement services. Just as we hire and employ the best consultative, analytic and creative talent in the industry, we also like to work with the most forward-thinking clients that can challenge us in new ways.

Few face a more hyper-competitive market than property & casualty and life insurance marketers. Category spend has more than doubled in the last few years, driving consumers to research and switch for lower price. Our goal is to help you efficiently unlock the value of your customers while advancing your strategy and ability to execute.

Go to the Insurance Solutions page

The Healthcare Reform Act will forever alter the landscape for how individuals make healthcare choices and how insurance providers engage and interact in the decision-making process. Merkle believes there is huge opportunity for those companies who move swiftly to adapt to these changes, while embracing a direct-to-consumer marketing model for acquisition and retention efforts. 

Go to the Health Insurance Solutions page

The stock market downturn of 2008-09 has brought new meaning to the idea of “Wealth Management” for both investors and financial institutions. Merkle understands the challenges of marketing in this environment, taking a data-driven, analytic approach to executing solutions that drive optimum results.

Go to the Wealth Management Solutions page

Visit our news and events page to see what’s happening with Merkle and around the industry. We’ll keep you informed with recent press releases and brief you on Merkle and other industry events and speaking engagements. Join us at an upcoming event or webinar to learn more about Merkle’s industry-leading CRM solutions!

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Our clients represent some of the largest and most successful companies in Property & Casualty and Life Insurance, Health Insurance, Wealth Management and Retirement Services. Just as we hire and employ the best consultative, analytic and creative talent in the industry, we also like to work with the most forward-thinking clients that can challenge us in new ways.

Go to the Our Clients page

Let us introduce you to the dedicated team Merkle has assembled to serve Insurance and Wealth Management clients. The team has vast  experience in all aspects of CRM for the insurance and financial industries, from data to analytics to the intricacies of the insurance and investing industries themselves.

Go to the Insurance & Wealth Management Team page

Merkle's Marketing Imperatives reveals the essential competencies for the Platform Marketer to make the successful transformation into a cCRM leader in the Life Insurance and Wealth Management sector.